Financial Services Consultant

ti Steps

0 - 2 years

2 - 5 Lacs

hyderabad chennai bengaluru

Posted:1 day ago| Platform:

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Skills Required

life insurance bfsi sales bancassurance insurance sales banca sales life insurance banca sales direct channel sales bancassurance sales direct channel

Work Mode

Work from Office

Job Type

Full Time

Job Description

About the Role:

Financial Services Consultant

Key Responsibilities:

Build and maintain strong relationships with clients by understanding their financial needs and goals.
Provide
comprehensive financial consulting
services, including investment planning, wealth management, retirement planning, and insurance advice.
Analyze clients financial data and develop customized strategies to optimize financial performance.
Stay updated on
market trends, economic developments, and financial products
to provide accurate and timely advice.
Assist clients in selecting suitable financial products and services to meet their objectives.
Prepare detailed
financial plans, reports, and presentations
for client meetings.

Key Skills :

Bachelors degree in Finance, Accounting, Business Administration, Economics, or a related field (Masters degree or MBA preferred).
Proven experience as a
Financial Consultant, Financial Advisor, Relationship Manager, or similar role
in financial services.
Strong understanding of
investment products, mutual funds, insurance, and banking services
.
Excellent knowledge of
financial analysis, portfolio management, and risk assessment
.
Proficiency in
MS Excel, PowerPoint, CRM tools
, and financial planning software.

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